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Projects Explained
Projects Explained

What projects are and how to use them

Updated over a month ago

Projects enable the grouping of quotations, jobs/sales orders, invoices, etc., together to make them easier to track. Usually a project will be specific to one customer but this doesn't have to be the case.

Use a project to:

  • Track costs against budget

  • Track invoices against expected invoices

  • Merge job/sales order into one invoice or delivery note

  • Manage tasks across a project

  • Store documents

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